See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,496 | $180,449+18.3% | $154,107+38.5% | $135,375+57.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -1.36% | 888.09%-889.4pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $5,008 | $6,035-17.0% | $5,298-5.5% | $4,779+4.8% |
| Participant deferral / active EE | $11,622 | $5,806+100.2% | $5,081+128.8% | $5,609+107.2% |
| Admin fee / account holder | $111,494 | $16,143+590.7% | $13,411+731.4% | $10,827+929.8% |